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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$699M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,329
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.26M
3
+$4.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.72M

Top Sells

1
+$4.53M
2
+$3.2M
3
+$1.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$833K

Sector Composition

1 Technology 8.26%
2 Financials 6.47%
3 Communication Services 5.6%
4 Consumer Discretionary 4.87%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$50K 0.01%
145
-13
727
$50K 0.01%
1,334
-190
728
$50K 0.01%
1,687
-64
729
$50K 0.01%
4,839
730
$49K 0.01%
2,455
+1,208
731
$49K 0.01%
496
+268
732
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2,514
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733
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2,060
734
$49K 0.01%
1,271
-728
735
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+1,000
736
$49K 0.01%
2,370
737
$48K 0.01%
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738
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167
739
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740
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1,343
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741
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744
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745
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364
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$48K 0.01%
406
-29
749
$48K 0.01%
543
+126
750
$47K 0.01%
+8,000
28 29
30
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